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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 0.41
VMI's Cash to Debt is ranked lower than
67% of the 1709 Companies
in the Global Metal Fabrication industry.

( Industry Median: 0.99 vs. VMI: 0.41 )
Ranked among companies with meaningful Cash to Debt only.
VMI' s 10-Year Cash to Debt Range
Min: 0.02  Med: 0.23 Max: 1.25
Current: 0.41
0.02
1.25
Equity to Asset 0.43
VMI's Equity to Asset is ranked lower than
64% of the 1545 Companies
in the Global Metal Fabrication industry.

( Industry Median: 0.52 vs. VMI: 0.43 )
Ranked among companies with meaningful Equity to Asset only.
VMI' s 10-Year Equity to Asset Range
Min: 0.32  Med: 0.45 Max: 0.6
Current: 0.43
0.32
0.6
Interest Coverage 9.72
VMI's Interest Coverage is ranked lower than
74% of the 1035 Companies
in the Global Metal Fabrication industry.

( Industry Median: 63.18 vs. VMI: 9.72 )
Ranked among companies with meaningful Interest Coverage only.
VMI' s 10-Year Interest Coverage Range
Min: 3.81  Med: 7.69 Max: 16.76
Current: 9.72
3.81
16.76
F-Score: 4
Z-Score: 3.81
M-Score: -2.70
WACC vs ROIC
6.51%
11.12%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 9.22
VMI's Operating margin (%) is ranked higher than
68% of the 1699 Companies
in the Global Metal Fabrication industry.

( Industry Median: 5.72 vs. VMI: 9.22 )
Ranked among companies with meaningful Operating margin (%) only.
VMI' s 10-Year Operating margin (%) Range
Min: 6.52  Med: 8.41 Max: 14.32
Current: 9.22
6.52
14.32
Net-margin (%) 4.26
VMI's Net-margin (%) is ranked higher than
51% of the 1699 Companies
in the Global Metal Fabrication industry.

( Industry Median: 4.13 vs. VMI: 4.26 )
Ranked among companies with meaningful Net-margin (%) only.
VMI' s 10-Year Net-margin (%) Range
Min: 2.61  Med: 4.67 Max: 8.58
Current: 4.26
2.61
8.58
ROE (%) 9.76
VMI's ROE (%) is ranked higher than
62% of the 1675 Companies
in the Global Metal Fabrication industry.

( Industry Median: 7.09 vs. VMI: 9.76 )
Ranked among companies with meaningful ROE (%) only.
VMI' s 10-Year ROE (%) Range
Min: 9.6  Med: 15.24 Max: 23.34
Current: 9.76
9.6
23.34
ROA (%) 4.51
VMI's ROA (%) is ranked higher than
58% of the 1719 Companies
in the Global Metal Fabrication industry.

( Industry Median: 3.52 vs. VMI: 4.51 )
Ranked among companies with meaningful ROA (%) only.
VMI' s 10-Year ROA (%) Range
Min: 3.73  Med: 6.68 Max: 11.46
Current: 4.51
3.73
11.46
ROC (Joel Greenblatt) (%) 18.65
VMI's ROC (Joel Greenblatt) (%) is ranked higher than
66% of the 1710 Companies
in the Global Metal Fabrication industry.

( Industry Median: 11.26 vs. VMI: 18.65 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
VMI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 14.86  Med: 26.42 Max: 43.29
Current: 18.65
14.86
43.29
Revenue Growth (3Y)(%) 6.30
VMI's Revenue Growth (3Y)(%) is ranked higher than
66% of the 1402 Companies
in the Global Metal Fabrication industry.

( Industry Median: 2.60 vs. VMI: 6.30 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
VMI' s 10-Year Revenue Growth (3Y)(%) Range
Min: -1.1  Med: 10.80 Max: 18.5
Current: 6.3
-1.1
18.5
EBITDA Growth (3Y)(%) 6.80
VMI's EBITDA Growth (3Y)(%) is ranked higher than
59% of the 1216 Companies
in the Global Metal Fabrication industry.

( Industry Median: 2.90 vs. VMI: 6.80 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
VMI' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -3.3  Med: 13.60 Max: 31.1
Current: 6.8
-3.3
31.1
EPS Growth (3Y)(%) -6.20
VMI's EPS Growth (3Y)(%) is ranked lower than
60% of the 1082 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.90 vs. VMI: -6.20 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
VMI' s 10-Year EPS Growth (3Y)(%) Range
Min: -6.2  Med: 8.30 Max: 48.9
Current: -6.2
-6.2
48.9
» VMI's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2014

VMI Guru Trades in Q3 2014

Jim Simons 39,500 sh (New)
Jeremy Grantham 13,205 sh (New)
Donald Yacktman 3,650 sh (New)
Paul Tudor Jones 3,800 sh (New)
Joel Greenblatt 211,106 sh (+67.87%)
Murray Stahl 3,500 sh (+2.94%)
Chuck Royce 1,796,935 sh (+0.78%)
Mario Gabelli 10,000 sh (unchged)
Ron Baron 489,185 sh (unchged)
Ray Dalio Sold Out
David Dreman Sold Out
CI Can Am Small Cap 28,800 sh (-19.55%)
Columbia Wanger 230,000 sh (-49.78%)
» More
Q4 2014

VMI Guru Trades in Q4 2014

Third Avenue Management 181,983 sh (New)
Martin Whitman 165,180 sh (New)
Jim Simons 81,000 sh (+105.06%)
Donald Yacktman 3,950 sh (+8.22%)
Chuck Royce 1,833,110 sh (+2.01%)
Chuck Royce 1,833,110 sh (+2.01%)
Mario Gabelli 10,000 sh (unchged)
Paul Tudor Jones Sold Out
Columbia Wanger Sold Out
Ron Baron 489,085 sh (-0.02%)
Murray Stahl 3,450 sh (-1.43%)
Jeremy Grantham 10,400 sh (-21.24%)
Joel Greenblatt 71,592 sh (-66.09%)
» More
Q1 2015

VMI Guru Trades in Q1 2015

Third Avenue Management 204,082 sh (+12.14%)
Murray Stahl 3,550 sh (+2.90%)
Donald Yacktman 4,000 sh (+1.27%)
CI Can Am Small Cap 28,800 sh (unchged)
Ron Baron 489,085 sh (unchged)
Mario Gabelli 10,000 sh (unchged)
Martin Whitman 165,180 sh (unchged)
Joel Greenblatt Sold Out
Chuck Royce 1,776,325 sh (-3.10%)
Jeremy Grantham 9,600 sh (-7.69%)
Jim Simons 59,700 sh (-26.30%)
» More
Q2 2015

VMI Guru Trades in Q2 2015

Joel Greenblatt 316,975 sh (New)
Mario Gabelli 10,000 sh (unchged)
Donald Yacktman 4,000 sh (unchged)
Martin Whitman 165,180 sh (unchged)
Chuck Royce 1,703,540 sh (-4.10%)
Murray Stahl 3,050 sh (-14.08%)
Ron Baron 380,028 sh (-22.30%)
Jeremy Grantham 4,100 sh (-57.29%)
Jim Simons 10,900 sh (-81.74%)
Third Avenue Management 17,433 sh (-91.46%)
» More
» Details

Insider Trades

Latest Guru Trades with VMI

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Guru Investment Theses on Valmont Industries Inc

Third Avenue Value Fund Comments on Valmont Industries Inc - Dec 12, 2014

The agricultural sector is another example of a fruitful area of idea generation for us over the past few years. Due to weather-related factors, the supply trends have been all over the board, creating high volatility in the stock prices of agriculture-related companies. The volatility in supply is countered by a very strong and steady demand. World population and income levels are growing, driving demand for beef and other protein products. As demand for protein grows, agricultural demand grows with it. At Third Avenue, we are attracted to those situations. Short-term dislocations can produce attractive prices, when the long-term trends are favorable. This means that on occasion we have the opportunity to acquire shares at a discount from our conservatively estimated NAV in the well capitalized companies that we consider to have the ability to compound their NAVs at double digit rates over time. We believe this combination has the potential to generate attractive returns for our shareholders.



We discussed our investment in AGCO (AGCO), a manufacturer of agricultural equipment, in a recent shareholder letter. Another twist on this theme is irrigation. The largest user of freshwater is agriculture. Thus, irrigation demand is connected with the overall demand for food as the world population grows. It is also driven by water scarcity. Only 2.5% of the total worldwide water supply is fresh water and of that only 30% of fresh water is available to humans. Irrigation demand also stems from (i) conversion from flood based to mechanized irrigation, (ii) replacement demand for parts, and (iii) conversion of non-irrigated land. Mechanized irrigation can improve water application efficiency by 40-90% over traditional irrigation methods such as drip. During the quarter, the Fund acquired shares of Valmont Industries. Valmont is the leader in mechanized irrigation equipment with 40% market share.



As a manufacturer of fabricated metal products, Valmont also makes poles, towers and other structures used for utility transmission, outdoor lighting and wireless communication systems. Valmont’s utility business is also facing a supply/demand imbalance, similar to what we observe in agriculture. While the utility business is facing short-term pressures on pricing, we are optimistic about the longer-term prospects of this industry, given an aging electric power infrastructure in North America and growth potential in developing countries. According to the US Department of Energy, investment in electric transmission infrastructure declined from 1980-1999, while electricity consumption increased by approximately 58%, resulting in increased grid congestion and power outages, some of which were very disruptive (e.g., the August 2003 blackout in the Northeast and rolling blackouts in California in 2001). Further, spending on transmission should be positively impacted by the implementation of FERC Order 1000, a series of measures that requires planning for the connection of renewable energy to the electric grid.



We were able to acquire shares of this well-capitalized, well-positioned company which has compounded book value at nearly 16% over ten years, with our cost basis at a 12% discount to our conservatively estimated NAV. The company’s stock declined recently as a result of pricing pressure in the utility segment and weaker irrigation demand after drought-induced record years in 2012-2013. Interestingly, during the quarter, one of Valmont’s competitors in the utility structures business was acquired by Trinity Industries. This could result in better supply/demand characteristics, and in any case, demonstrates potential attractiveness in a resource conversion scenario.



From Third Avenue Value Fund’s 4Q 2014 Portfolio Manager Commentary.



Check out Martin Whitman latest stock trades

Ron Baron Comments on Valmont Industries Inc - Jul 28, 2014

I nearly always find something relevant and memorable in management meetings I attend, whether in our office or theirs. A recent visit by Mogens Bay, Chairman and CEO of Valmont (VMI), a diversified industrial company, is a case in point. We have had a modest sized investment in Valmont since 2009. We have since about doubled our money.

We think Valmont’s towers business will benefit from increased spending by utilities on more efficient electricity transmission and is well-positioned to grow. This is because the Federal Energy Regulatory Commission, in order to reduce our country’s energy consumption, has granted utilities significant incentives to invest in transmission.

We believe Valmont’s world leading irrigation business is also exceptionally attractive and poised for growth. With the world’s population expected to increase 30% by 2050, there will be increased demand for food. The world cannot meet its crop requirements without irrigation. This is because irrigated farmland provides better yields. Only 20% of cultivated agriculture worldwide is irrigated. Center pivot irrigation uses the least water, a scarce resource, and produces the best yields. Valmont has a 45% share of center pivot irrigation systems in North America and is increasing its share in the rest of the world. Center pivot irrigation has also been steadily increasing its current 56% share of irrigation.

When Mogens visited us recently to provide an update, he mentioned that he tries to visit all of his firm’s more than 100 worldwide plants regularly. When he does, he always talks to his factory workers. When I asked whether he has prepared remarks or speaks from the heart, he told us it was the latter. He explained that “the culture of a business is what’s important.” He said that he wants his general managers to be entrepreneurs “who are passionate about what we do…make highways safer, protect the environment, don’t cut corners and commit to continuous improvement.” Mogens went on to say “with plants around the world, somewhere someone is doing something wrong.” He finds ‘Can I show you what I do?’ an effective way to communicate and train. “You need to look yourself in the mirror every day and make sure you don’t need to look down. It’s all about how you treat your employees and customers. How you expect people to behave.” Mogens then remarked that “you need to show people that you respect them and care about them.” To make that point, he frequently tells his fellow employees that Valmont “could survive for a long time without its CEO. It couldn’t last through lunchtime without its welders.”

Valmont’s home office is in Omaha, Nebraska. Omaha also happens to be the home of the world’s most prominent investor. When Mogens finished updating us, I remarked that “there must be something in the water” in Omaha. Mogens is an individual I think about when I tell our investors that “we invest in people.” It’s too bad we don’t have a larger investment in his business, I thought. It’s also too bad we didn’t invest earlier. If we had invested in 1993, we would have earned 16.6% compounded annual growth for the past 21 years. The S&P 500 Index earned a compounded annual return over the same period of 9.4% per year.

From Ron Baron (Trades, Portfolio)’s Second Quarter 2014 Shareholder Letter.

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Top Ranked Articles about Valmont Industries Inc

Martin Whitman's Top Growth Stocks
Martin Whitman (Trades, Portfolio) of Third Avenue Value Fund is a contrarian investor who looks to invest in "safe companies that are cheaply priced." Read more...
Third Avenue Value Fund Comments on Valmont Industries Inc
The agricultural sector is another example of a fruitful area of idea generation for us over the past few years. Due to weather-related factors, the supply trends have been all over the board, creating high volatility in the stock prices of agriculture-related companies. The volatility in supply is countered by a very strong and steady demand. World population and income levels are growing, driving demand for beef and other protein products. As demand for protein grows, agricultural demand grows with it. At Third Avenue, we are attracted to those situations. Short-term dislocations can produce attractive prices, when the long-term trends are favorable. This means that on occasion we have the opportunity to acquire shares at a discount from our conservatively estimated NAV in the well capitalized companies that we consider to have the ability to compound their NAVs at double digit rates over time. We believe this combination has the potential to generate attractive returns for our shareholders. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 20.86
VMI's P/E(ttm) is ranked lower than
56% of the 1311 Companies
in the Global Metal Fabrication industry.

( Industry Median: 18.70 vs. VMI: 20.86 )
Ranked among companies with meaningful P/E(ttm) only.
VMI' s 10-Year P/E(ttm) Range
Min: 8.07  Med: 18.37 Max: 31.7
Current: 20.86
8.07
31.7
Forward P/E 15.87
VMI's Forward P/E is ranked lower than
51% of the 574 Companies
in the Global Metal Fabrication industry.

( Industry Median: 15.95 vs. VMI: 15.87 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 21.00
VMI's PE(NRI) is ranked lower than
56% of the 1310 Companies
in the Global Metal Fabrication industry.

( Industry Median: 18.60 vs. VMI: 21.00 )
Ranked among companies with meaningful PE(NRI) only.
VMI' s 10-Year PE(NRI) Range
Min: 8.07  Med: 18.38 Max: 31.68
Current: 21
8.07
31.68
P/B 2.27
VMI's P/B is ranked lower than
65% of the 1595 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.50 vs. VMI: 2.27 )
Ranked among companies with meaningful P/B only.
VMI' s 10-Year P/B Range
Min: 1.66  Med: 2.67 Max: 5.47
Current: 2.27
1.66
5.47
P/S 0.88
VMI's P/S is ranked higher than
51% of the 1694 Companies
in the Global Metal Fabrication industry.

( Industry Median: 0.92 vs. VMI: 0.88 )
Ranked among companies with meaningful P/S only.
VMI' s 10-Year P/S Range
Min: 0.49  Med: 1.12 Max: 1.9
Current: 0.88
0.49
1.9
PFCF 16.70
VMI's PFCF is ranked higher than
60% of the 824 Companies
in the Global Metal Fabrication industry.

( Industry Median: 20.96 vs. VMI: 16.70 )
Ranked among companies with meaningful PFCF only.
VMI' s 10-Year PFCF Range
Min: 5.99  Med: 25.13 Max: 1295.2
Current: 16.7
5.99
1295.2
POCF 12.60
VMI's POCF is ranked higher than
56% of the 1126 Companies
in the Global Metal Fabrication industry.

( Industry Median: 14.29 vs. VMI: 12.60 )
Ranked among companies with meaningful POCF only.
VMI' s 10-Year POCF Range
Min: 5.23  Med: 15.99 Max: 117.41
Current: 12.6
5.23
117.41
EV-to-EBIT 12.81
VMI's EV-to-EBIT is ranked higher than
53% of the 1358 Companies
in the Global Metal Fabrication industry.

( Industry Median: 13.46 vs. VMI: 12.81 )
Ranked among companies with meaningful EV-to-EBIT only.
VMI' s 10-Year EV-to-EBIT Range
Min: 5.9  Med: 11.60 Max: 18.8
Current: 12.81
5.9
18.8
PEG 1.50
VMI's PEG is ranked higher than
51% of the 576 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.55 vs. VMI: 1.50 )
Ranked among companies with meaningful PEG only.
VMI' s 10-Year PEG Range
Min: 0.27  Med: 1.10 Max: 8.98
Current: 1.5
0.27
8.98
Shiller P/E 13.99
VMI's Shiller P/E is ranked higher than
71% of the 842 Companies
in the Global Metal Fabrication industry.

( Industry Median: 21.02 vs. VMI: 13.99 )
Ranked among companies with meaningful Shiller P/E only.
VMI' s 10-Year Shiller P/E Range
Min: 13.79  Med: 22.39 Max: 53.66
Current: 13.99
13.79
53.66
Current Ratio 3.49
VMI's Current Ratio is ranked higher than
84% of the 1571 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.83 vs. VMI: 3.49 )
Ranked among companies with meaningful Current Ratio only.
VMI' s 10-Year Current Ratio Range
Min: 1.26  Med: 2.28 Max: 3.83
Current: 3.49
1.26
3.83
Quick Ratio 2.46
VMI's Quick Ratio is ranked higher than
83% of the 1570 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.26 vs. VMI: 2.46 )
Ranked among companies with meaningful Quick Ratio only.
VMI' s 10-Year Quick Ratio Range
Min: 0.74  Med: 1.37 Max: 2.93
Current: 2.46
0.74
2.93
Days Inventory 63.56
VMI's Days Inventory is ranked higher than
69% of the 1672 Companies
in the Global Metal Fabrication industry.

( Industry Median: 92.90 vs. VMI: 63.56 )
Ranked among companies with meaningful Days Inventory only.
VMI' s 10-Year Days Inventory Range
Min: 58.3  Med: 67.27 Max: 76.23
Current: 63.56
58.3
76.23
Days Sales Outstanding 62.29
VMI's Days Sales Outstanding is ranked higher than
66% of the 1372 Companies
in the Global Metal Fabrication industry.

( Industry Median: 77.27 vs. VMI: 62.29 )
Ranked among companies with meaningful Days Sales Outstanding only.
VMI' s 10-Year Days Sales Outstanding Range
Min: 46.55  Med: 60.90 Max: 75.86
Current: 62.29
46.55
75.86

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.43
VMI's Dividend Yield is ranked lower than
64% of the 1790 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.92 vs. VMI: 1.43 )
Ranked among companies with meaningful Dividend Yield only.
VMI' s 10-Year Dividend Yield Range
Min: 0.37  Med: 0.75 Max: 1.6
Current: 1.43
0.37
1.6
Dividend Payout 0.30
VMI's Dividend Payout is ranked higher than
71% of the 1139 Companies
in the Global Metal Fabrication industry.

( Industry Median: 0.32 vs. VMI: 0.30 )
Ranked among companies with meaningful Dividend Payout only.
VMI' s 10-Year Dividend Payout Range
Min: 0.04  Med: 0.17 Max: 0.67
Current: 0.3
0.04
0.67
Dividend growth (3y) 24.90
VMI's Dividend growth (3y) is ranked higher than
83% of the 712 Companies
in the Global Metal Fabrication industry.

( Industry Median: 4.80 vs. VMI: 24.90 )
Ranked among companies with meaningful Dividend growth (3y) only.
VMI' s 10-Year Dividend growth (3y) Range
Min: 1.2  Med: 11.40 Max: 24.9
Current: 24.9
1.2
24.9
Yield on cost (5-Year) 3.58
VMI's Yield on cost (5-Year) is ranked higher than
70% of the 1816 Companies
in the Global Metal Fabrication industry.

( Industry Median: 2.31 vs. VMI: 3.58 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
VMI' s 10-Year Yield on cost (5-Year) Range
Min: 0.92  Med: 1.87 Max: 3.98
Current: 3.58
0.92
3.98
Share Buyback Rate 0.80
VMI's Share Buyback Rate is ranked higher than
85% of the 1039 Companies
in the Global Metal Fabrication industry.

( Industry Median: -1.10 vs. VMI: 0.80 )
Ranked among companies with meaningful Share Buyback Rate only.
VMI' s 10-Year Share Buyback Rate Range
Min: 5.6  Med: -0.40 Max: -2.2
Current: 0.8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 4.71
VMI's Price/Tangible Book is ranked lower than
78% of the 1516 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.71 vs. VMI: 4.71 )
Ranked among companies with meaningful Price/Tangible Book only.
VMI' s 10-Year Price/Tangible Book Range
Min: 1.71  Med: 4.01 Max: 7.92
Current: 4.71
1.71
7.92
Price/Projected FCF 0.75
VMI's Price/Projected FCF is ranked higher than
72% of the 869 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.17 vs. VMI: 0.75 )
Ranked among companies with meaningful Price/Projected FCF only.
VMI' s 10-Year Price/Projected FCF Range
Min: 0.86  Med: 1.33 Max: 22.08
Current: 0.75
0.86
22.08
Price/DCF (Earnings Based) 0.74
VMI's Price/DCF (Earnings Based) is ranked higher than
83% of the 78 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.48 vs. VMI: 0.74 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.79
VMI's Price/Median PS Value is ranked higher than
79% of the 1565 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.09 vs. VMI: 0.79 )
Ranked among companies with meaningful Price/Median PS Value only.
VMI' s 10-Year Price/Median PS Value Range
Min: 0.34  Med: 0.78 Max: 1.46
Current: 0.79
0.34
1.46
Price/Peter Lynch Fair Value 1.54
VMI's Price/Peter Lynch Fair Value is ranked lower than
64% of the 373 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.15 vs. VMI: 1.54 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
VMI' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.38  Med: 1.22 Max: 4.21
Current: 1.54
0.38
4.21
Price/Graham Number 2.01
VMI's Price/Graham Number is ranked lower than
70% of the 1107 Companies
in the Global Metal Fabrication industry.

( Industry Median: 1.14 vs. VMI: 2.01 )
Ranked among companies with meaningful Price/Graham Number only.
VMI' s 10-Year Price/Graham Number Range
Min: 0.85  Med: 1.65 Max: 2.88
Current: 2.01
0.85
2.88
Earnings Yield (Greenblatt) (%) 7.84
VMI's Earnings Yield (Greenblatt) (%) is ranked higher than
62% of the 1679 Companies
in the Global Metal Fabrication industry.

( Industry Median: 5.50 vs. VMI: 7.84 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
VMI' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 5.3  Med: 8.60 Max: 17
Current: 7.84
5.3
17
Forward Rate of Return (Yacktman) (%) 18.70
VMI's Forward Rate of Return (Yacktman) (%) is ranked higher than
78% of the 885 Companies
in the Global Metal Fabrication industry.

( Industry Median: 5.72 vs. VMI: 18.70 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
VMI' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 6.8  Med: 21.80 Max: 34.2
Current: 18.7
6.8
34.2

Analyst Estimate

Dec15 Dec16 Dec17 Dec18
Revenue(Mil) 2,742 2,780 2,950 3,073
EPS($) 5.74 6.60 7.56 8.39
EPS without NRI($) 5.74 6.60 7.56 8.39

Business Description

Industry: Industrial Products » Metal Fabrication
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Traded in other countries:VI1.Germany,
Valmont Industries Inc was founded in 1946, and became public in 1968. The Company is a diversified producer of fabricated metal products and a producer of steel and aluminum pole, tower and other structures in its Engineered Infrastructure Products (EIP) segment, steel and concrete pole structures in it Utilities Support Structures (Utility) segment and a producer of mechanized irrigation systems in its Irrigation segment. It also provides metal coating services, including galvanizing, painting and anodizing in its Coatings segment. Its products sold through the EIP segment include outdoor lighting and traffic control structures, wireless communication structures and components and roadway safety and industrial access systems. Its pole structures sold through its Utility segment support electrical transmission and distribution lines and related power distribution equipment. Its Irrigation segment produces mechanized irrigation equipment that delivers water, chemical fertilizers and pesticides to agricultural crops. Customers and end-users of its products include state and federal governments, contractors, utility and telecommunications companies, manufacturers of commercial lighting fixtures and large farms as well as the general manufacturing sector. The Company competes with various companies in each of the markets it serve. Its competitors include companies who provide competing technologies, such as drip irrigation. It competitors include international, national, and local manufacturers. Its facilities and operations are subject to U.S. and foreign laws and regulations.
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Articles On GuruFocus.com
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